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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,806 | $210,698-56.9% | $178,014-49.0% | $145,959-37.8% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 14.80% | 386.27%-371.5pp | 294.80%-280.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $431 | $4,567-90.6% | $3,950-89.1% | $4,661-90.8% |
| Participant deferral / active EE | $11,131 | $6,958+60.0% | $6,276+77.3% | $6,689+66.4% |
| Admin fee / account holder | $2,067 | $12,016-82.8% | $10,362-80.1% | $13,398-84.6% |